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Weekly Financial Summary 2024-06-24

Date: 2024-06-24
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Financial attention

Macroeconomics


1. Zhejiang Province: Issuing the Notice on Issuing the First Batch of Central Infrastructure Investment Funds for Actively Responding to Population Aging Projects and Childcare Construction in 2024, the funds will be specifically used for actively responding to population aging projects and childcare construction projects, and corresponding expenditure budget indicators for each city and county (city) in 2024 will be added.

2. Meteorology Bureau: It is expected that the middle and lower reaches of the Yangtze River will be in a period of concentrated rainfall in the next ten days. The heavy rainfall will mainly be located in the Yangtze Huaihe River, the northern part of the southern Yangtze River, and the southwest. The cumulative rainfall will be three to seventy percent more than the same period of the year, and more than one time more in some areas. The rainfall will last for a long time, have a large cumulative rainfall, and have a high risk of causing disasters. The emergency response state of rainstorm level III will be upgraded to level II.

3. Tianjin City: Recently, the first batch of technology innovation and technology renovation re loan support loans have been successively implemented, providing credit of 4.18 million yuan and issuing loans of 1.86 million yuan to three technology-based small and medium-sized enterprises, achieving a breakthrough in first loan financing for enterprises.

4. Shanghai Stock Exchange News: Due to involvement in the Evergrande financial fraud case, PwC is rapidly being abandoned by its cooperating listed companies. As of June 22, nearly 30 A-share 

listed companies have announced the dismissal of PwC Zhongtian, with a total loss of over 400 million yuan.


Stock market inventory


1. Last Friday, the Shanghai Composite Index closed down 0.24% at 2998.14 points, down 1.14% for the week; The Shenzhen Component Index closed down 0.04% at 9064.84 points, down 2.03% for the week; The ChiNext Index closed down 0.39% at 1755.88 points, down 1.98% for the week.

2. Last Friday, the Hang Seng Index closed down 1.67% at 18028.52 points, up 0.48% for the week; The Hang Seng Technology Index closed down 1.76% at 3701.40 points, down 0.17% for the week; The state-owned enterprise index closed down 1.77% at 6439.82 points, up 1.02% for the week.

3. China Fund News: As of June 21, the average benchmark return of 277 index enhanced funds in the market this year is 2.34%, exceeding the benchmark return level of 1.63% for the entire year last year. 219 index enhanced funds have outperformed performance benchmarks this year, accounting for nearly 80%.

4. Shanghai Stock Exchange News: Since June, at least 6 securities firms have received 10 fines, involving multiple securities firms including China Galaxy Securities, Century Securities, Zhongtai Securities, Founder Securities, Donghai Securities, and Guotou Securities. The violation of brokerage business has become the main cause, including multiple violations such as proxy wealth management, unqualified employees, and providing investment advice in violation of regulations.

5. China International Capital Corporation (CICC): The overall valuation of the A-share market has returned to a historically low level, and asset prices may have reflected investors' overly pessimistic expectations after five weeks of consecutive bearish readings. In the second half of the year, the stable growth policy will be strengthened, combined with the continuous improvement of the system under the current capital market policy dividend, which will help to continue to activate the capital market and boost investor confidence. In the second half of the year, more attention will be paid to phased and structural opportunities.

6. Beautiful Ecology (2 consecutive boards): The company's recent business situation and internal and external operating environment have not undergone significant changes. The company, controlling shareholders, and actual controllers do not have any significant matters that should be disclosed but have not been disclosed, or are in the planning stage.

7. Shanying International: plans to repurchase shares for RMB 350 million to RMB 700 million, with a repurchase price not exceeding RMB 1.7 per share. This repurchase of shares will be used to convert convertible corporate bonds issued by the listed company into stocks.

8. Liou Shares: Wang Xiangrong, the controlling shareholder, actual controller, chairman and general manager, proposed that the company use its own funds to repurchase some shares through centralized bidding, which is necessary for maintaining the company's value and shareholder rights. The repurchase amount shall not be less than 400 million yuan and shall not exceed 600 million yuan.

9. Lihe Science and Technology Innovation: After verification, there have been no significant changes in the company's recent business situation and internal and external business environment; The controlling shareholder and actual controller do not have any significant matters regarding the company that should have been disclosed but have not been disclosed, nor do they have any significant matters in the planning stage.

10. Bank of China Cashmere Industry: As of June 21st, the closing price of the company's stock has been below 1 yuan for 20 consecutive trading days. It will not enter the delisting and reorganization period, and trading will be suspended from the opening of the market on June 24th.

11. New stock subscription: This week, a total of 2 new stock subscriptions were made, both on the Shanghai Main Board, namely Ananda and Jianbang Shares.

12. Restricted shares lifted: This week, a total of 103 restricted shares were lifted, with a total of 4.155 billion shares lifted and a market value of 67.978 billion yuan. Among them, Muyuan Shares ranked first on the lifting list with 6.591 billion yuan, while Jiayi Shares and Baike Biotechnology ranked second and third with 6.068 billion yuan and 5.098 billion yuan, respectively.


Industry observation


1. Xinjiang Uygur Autonomous Region: From January to May, it received a total of 83.3899 million domestic and foreign tourists, a year-on-year increase of 13.69%; Realized tourism revenue of 90.203 billion yuan, a year-on-year increase of 38.87%.

2. CCTV News: On June 23rd, China's first 10 kilometer level vertical takeoff and landing flight test of reusable carrier rockets was successfully completed. This test is currently the largest vertical takeoff and landing flight test of reusable launch vehicles in China, and it is also the first application of a domestically developed deep thrust liquid oxygen methane engine in a ten kilometer level return flight.

3. Xinhua News Agency: The Suizhong 36-1 Oilfield, the largest self operated offshore oil field in China, has produced over 100 million tons of crude oil, becoming the first offshore oil field in China to produce over 100 million tons of crude oil.

4. China News Network: Researchers from Jilin University, the Institute of Metals, the Chinese Academy of Sciences, the National Deep Space Exploration Laboratory, and the Center for Lunar Exploration and Aerospace Engineering have discovered for the first time a naturally formed layer of graphene through observation and analysis of lunar soil samples collected from the Chang'e-5 mission.


Financial data


1. Last Friday, the onshore Chinese yuan closed at 16:30 against the US dollar at 7.2613, down 0.0110% and 0.0772% for the week; The central parity rate of the Chinese yuan was 7.1196, down 0.0056%, with a weekly decrease of 0.0632%.

2. New Third Board: Last week, 5 new listed companies were added with a transaction amount of 843 million, an increase of 51.47% compared to the previous week. As of now, the total number of companies listed on the New Third Board has reached 6139.

3. Shanghai Environmental Exchange: Last week, the trading volume of carbon emission quota listing agreements in the national carbon market was 148100 tons, with a total transaction amount of 14.0571 million yuan and a closing price of 91.43 yuan/ton, a weekly decrease of 3.42%.

4. US stocks: Last Friday, the Dow Jones Industrial Average rose 0.04% to 39150.33 points, up 1.45% for the week; The S&P 500 index fell 0.16% to close at 5464.62 points, up 0.61% for the week; The Nasdaq fell 0.18% to 17689.36 points, up 0.00% for the week.

5. Europe: Last Friday, the German DAX30 index fell 0.50% to 18163.52 points, up 0.90% for the week; The French CAC40 index fell 0.56% to 7628.57 points, up 1.67% for the week; The FTSE 100 index in the UK fell 0.42% to 8237.72 points, up 1.12% for the week.

6. Gold: Last Friday, COMEX gold futures fell 1.45% to $2334.7 per ounce, down 0.61% for the week.

7. Crude oil: Last Friday, WTI August crude oil futures fell 0.69% to $80.73 per barrel, up 3.43% for the week. Brent August crude oil futures fell 0.55% to $85.24 per barrel, up 3.17% for the week.


Zhongtai Securities: Brain Computer Haihe Laboratory held a cooperation signing ceremony and achievement press conference on May 18th, focusing on releasing multiple signed and unveiled cooperation projects. The first special fund for the development of the brain computer interface industry in China, the Brain Computer Haihe Laboratory Fund, has been officially released. The target scale of the fund is 1 billion yuan, jointly established by the Brain Computer Haihe Laboratory, the Binhai High tech Zone Management Committee, the Hexi District Government, China Electronics Data Service Co., Ltd., Tianjin Haihe Industrial Fund, etc. The aim is to establish an investment model of "scientists+entrepreneurs+government+investors", leverage social capital to support the development of the entire brain computer industry chain. Event related potentiometers are fundamental devices used to collect neurophysiological changes in the human brain during cognitive processes, and are a key foundational system for the development of non-invasive brain computer interface technology.


Minsheng Securities: The brain computer interface is a system that enables direct communication between the human brain and the outside world (computers or other external devices) without relying on the normal output pathways of the brain (i.e. peripheral nerves and muscle tissue). External devices can be computers of different models or various types of equipment, such as daily laptops, brain pacemakers for therapeutic purposes, or external control devices such as wheelchairs and prosthetics. The starting point of the application of brain computer interface lies in medicine. By using brain computer interface technology to obtain information on the aforementioned brain functional areas and analyze them, it will contribute to the diagnosis, screening, monitoring, treatment, and rehabilitation of neurological and psychiatric diseases.


Guosheng Securities: The potential market size of global brain computer interface medical applications is expected to reach 40-145 billion US dollars from 2030 to 2040, with serious medical applications ranging from 15 billion to 85 billion US dollars and consumer medical applications ranging from 25-60 billion US dollars. Domestic research institutions are actively exploring brain computer interfaces and have made certain progress. On October 24, 2023, Professor Hong Bo from Tsinghua University School of Medicine led a team to design and develop a wireless minimally invasive brain computer interface (NEO), which successfully conducted the first clinical implantation trial at Xuanwu Hospital. Domestic listed companies are also keeping up with overseas trends and are expected to create more surprises.


Southwest Securities: The technical difficulties of brain computer interface lie in the stability of flexible electrodes, chip development, supply chain stability, and surgical safety. There are two main schemes for BCI chips - universal scheme and dedicated ASIC scheme. General solutions are applicable to multiple application scenarios, while specialized ASIC solutions are designed for specific application scenarios. Some companies and universities have begun to independently design ASIC chips for brain computer interfaces, such as Neuralink, Brown University, and Fudan University, which are all complex in design and manufacturing. Intrusive technology relies on a reliable supply chain, especially challenging the stable supply of components such as electrode chips. The closer it is to the brain tissue itself, the clearer and more accurate the EEG signal will be. However, the technical difficulty and safety risk index of this operation are relatively high, especially when external objects are implanted into the brain, it is highly likely to trigger an immune response. Moreover, the human body may generate scar tissue between the electrode and neural tissue, leading to the decline and disappearance of signal transmission.


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